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Plan Sponsors Should be Intentional When Adding Managed Accounts

Standard benchmarking may not yet cover such offerings, but plan sponsors can monitor participant satisfaction, plans’ stated objectives. ....

United States , Shawn Obrien , Marcia Wagner , Adrian Miguel , Holly Verdeyen , Wagner Law Group , Schwab Workplace Financial Services , Cerulli Associates , Shawno Brien ,

Employers flirt with student loan matching

Employers can now make matching contributions to 401(k) accounts of workers paying back student loans under SECURE 2.0, but concerns remain. ....

United States , Kraft Heinz , Curt Young , Holly Verdeyen , Kraft Heinz Co , Michael Jabs ,

Plan sponsors, managers mull merits of SECURE 2.0 provisions

Questions around the nearly 100 provisions in SECURE 2.0 dominated discussions at 's Defined Contribution East conference in Orlando. ....

Holly Verdeyen , Shlomo Benartzi , Anderson School Of Management , Department Of Labor , Investment Defined Contribution East , Behavioral Economics , Best Nudge Even Better ,